Ameritas Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Ameritas Advisory Services’s Portfolio AGZD Stock Details AGZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Buy	57,913 +28,407	+96%	+$643K	0.03%	475
2026 Q1	$665K	Buy	29,506 +12,091	+69%	+$272K	0.03%	495
2025 Q4	$392K	Buy	17,415 +14,999	+621%	+$337K	0.01%	658
2025 Q3	$54.4K	Sell	2,416 -19,830	-89%	-$444K	﹤0.01%	1055
2025 Q2	$495K	Sell	22,246 -7,751	-26%	-$172K	0.03%	512
2025 Q1	$671K	Buy	29,997 +2,531	+9%	+$56.8K	0.03%	498
2024 Q4	$617K	Sell	27,466 -82,959	-75%	-$1.86M	0.02%	532
2024 Q3	$2.48M	Buy	110,425 +2,313	+2%	+$51.5K	0.11%	191
2024 Q2	$2.41M	Buy	108,112 +31,822	+42%	+$707K	0.09%	220
2024 Q1	$1.69M	Buy	+76,290	New	+$1.68M	0.07%	264
2023 Q2	–	Sell	-1,826	Closed	-$39.8K	–	594
2023 Q1	$39.8K	Buy	+1,826	New	+$39.9K	﹤0.01%	1355
2022 Q2	–	Sell	-9,816	Closed	-$228K	–	792
2022 Q1	$228K	Sell	9,816 -438	-4%	-$10.2K	0.01%	753
2021 Q4	$239K	Buy	+10,254	New	+$240K	0.01%	724

Other funds holding AGZD

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Ameritas Advisory Services's AGZD Position: Q2 2026 in Review

Ameritas Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 96% in Q2 2026, buying an estimated $643K and bringing the position to 57,913 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #475.

Ameritas Advisory Services first reported a position in AGZD in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.48M in Q3 2024. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Ameritas Advisory Services held 57,913 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.31M as of Q2 2026.
Ameritas Advisory Services bought 28,407 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $643K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #475 holding.
Ameritas Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.48M in Q3 2024.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.